Tactical Report

30/04/2026

Saudi Arabia: Navigating relations with India and Pakistan

Amid competition between Pakistan and India to strengthen their presence in the Gulf region and with the GCC states, particularly Saudi Arabia, Saudi Crown Prince Mohammad Bin Salman (MBS) intends to develop the Kingdom’s political and economic relations with both countries.

Unlock the full note to explore MBS’ position on both countries, and ways to enhance relations with them:

Explore MBS’ position on both India and Pakistan, and ways to enhance relations with them.

30/04/2026

Saudi RSADF Commander Lt. Gen. Al-Amro’s standing and recommendations

The U.S.-Iran conflict has shifted air defense into the center of Saudi Arabia’s national operational planning. Within this context, Royal Saudi Air Defense Forces (RSADF) Commander Lieutenant General Mazyad Al-Amro has now a bigger role to play.

Unlock the full note to get an insight on Lt. Gen. Al-Amro’s standing within the Saudi Armed Forces General Staff, and the defense-related recommendations he makes:

Get an insight on Lt. Gen. Al-Amro’s standing within the Saudi Armed Forces General Staff, and the defense-related recommendations he makes.

29/04/2026

UAE Leaves OPEC+: Impact on Saudi, Russia ties, and cartel future

The UAE’s decision to exit OPEC+ marks a major shift in Gulf energy policy, with implications for production strategy, market positioning, and regional dynamics.

Unlock the following in-depth report to explore Abu Dhabi’s post-exit plan, evolving relationships with Saudi Arabia and Russia, and the potential impact on OPEC+ cohesion and global oil markets:

The UAE is leaving OPEC+ to gain control over production and exports, reshaping its market positioning and triggering a new phase of competition with Saudi Arabia.

29/04/2026

Saudi Crown Prince Mohammad Bin Salman (MBS) chaired the exceptional GCC consultative summit on 28/4/2026 in Jeddah.

Unlock the full note to get an insight into MBS's assessment of the summit’s outcome, as well as Emirati President Mohammad Bin Zayed (MBZ) and Oman’s absence:

29/04/2026

UAE: MBZ-Musk discussions cover AI, data, and system coordination

On April 22, 2026, UAE President Sheikh Mohammad Bin Zayed (MBZ) and Tesla CEO Elon Musk discussed AI and technical collaboration.

They focused on AI infrastructure, data governance, and the coordination of associated technical systems.

Unlock the following note for further insights:

Insights into MBZ–Musk discussions over AI, data, and system coordination.

28/04/2026

UAE ADNOC: Al-Jaber tests leadership resilience during conflict

ADNOC is operating under sustained pressure as leadership focuses on maintaining continuity across production, exports, and key projects.

Unlock the following note to explore ADNOC CEO Sultan Al-Jaber’s leadership approach, shifting internal dynamics, potential reshuffles, and his coordination dynamics with the UAE Minister of Energy Suhail Al-Mazrouei:

ADNOC CEO Sultan Al-Jaber is centralizing decision-making, prioritizing core operations while assessing leadership performance and potential structural changes.

28/04/2026

U.S.: Trump dealing with GCC dissatisfaction amid Iran War

Saudi Arabia, the UAE, and Qatar have voiced grievances to the U.S. Trump administration for not being consulted before a significant U.S. move amid the Iran War, while gaining the impression that the U.S. continues to incomparably favor Israel's interests over the GCC's.

The following in-depth report presents a deep look into:

- The demands of the three GCC states from the Trump administration
- The White House's view on these demands
- What is President Trump ready to provide, and his conditions for providing it
- The limits the Trump administration drew for GCC requests

Insights into the Trump dealing with GCC dissatisfaction amid Iran War.

28/04/2026

Saudi Aramco Under Pressure: Tightening control and potential reshuffle?

Saudi Aramco is moving into a wartime operating posture as leadership focuses on continuity under sustained pressure and elevated risk conditions.

Unlock the following note to explore Amin Nasser’s leadership approach, shifting executive roles, and the internal performance pressures shaping decision-making:

Amin Nasser is centralizing decision-making at Aramco, prioritizing core operations and reassessing executive performance under crisis conditions.

28/04/2026

Iran: Internal power dynamics amid talks with the U.S.

Iranian Parliament Speaker Mohammad Bagher Ghalibaf and Minister of Foreign Affairs Abbas Araghchi represented Iran during the first round of talks with the U.S. in the Pakistani capital Islamabad, on 11-12/4/2026.

Unlock the full note to explore the internal power dynamics and the political scene in Iran amid talks with the U.S:

Explore the internal power dynamics and the political scene in Iran amid talks with the U.S.

24/04/2026

This week’s newsletter edition explores how shifting U.S.-Iran dynamics are reshaping Gulf defense and energy strategies.

From Saudi Arabia’s evolving air defense posture to emerging supply alternatives and leadership shifts in the energy sector, we break down the key developments shaping regional security and markets.

Explore the new edition:

This issue examines the following topics: Iran: Internal power map amid negotiations and IRGC stance KSA: MBS's view of Starmer and the British role amid war UAE: The leadership's policy on Pakistan Explore this issue → Related Notes Saudi MBS on the faltering of Islamabad talks, and rising concer...

24/04/2026

The energy weekly issue tackles the following topics:
- Saudi Aramco Under Pressure: Nasser tightens control and tests leadership
- UAE reshapes oil buyers under ceasefire conditions
- Kuwait overhauls energy priorities as regional risks intensify
- Oman Hydrom Resets the Playbook: Incentives, preferences, and markets
Explore the energy weekly issue:

FocusSaudi Aramco Under Pressure: Nasser tightens control and tests leadershipSpotlightUAE reshapes oil buyers under ceasefire conditionsKuwait overhauls energy priorities as regional risks intensifyEnergy AffairsOman Hydrom Resets the Playbook: Incentives, preferences, and markets...